Tobam lifted its position in eBay Inc. (NASDAQ:EBAY – Free Report) by 84.0% in the 4th quarter, HoldingsChannel.com reports. The firm owned 35,401 shares of the e-commerce company’s stock after acquiring an additional 16,157 shares during the quarter. Tobam’s holdings in eBay were worth $3,083,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Sit Investment Associates Inc. increased its holdings in eBay by 48.1% in the fourth quarter. Sit Investment Associates Inc. now owns 60,510 shares of the e-commerce company’s stock valued at $5,270,000 after buying an additional 19,654 shares in the last quarter. DGS Capital Management LLC purchased a new stake in shares of eBay during the 4th quarter worth about $210,000. Pacer Advisors Inc. boosted its stake in shares of eBay by 3,248.7% during the 4th quarter. Pacer Advisors Inc. now owns 1,256,975 shares of the e-commerce company’s stock worth $109,483,000 after acquiring an additional 1,219,439 shares in the last quarter. MV Capital Management Inc. acquired a new stake in shares of eBay during the 4th quarter valued at about $255,000. Finally, Invesco Ltd. increased its stake in shares of eBay by 8.3% in the 4th quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock valued at $785,722,000 after purchasing an additional 692,805 shares in the last quarter. Institutional investors and hedge funds own 87.48% of the company’s stock.
Key eBay News
Here are the key news stories impacting eBay this week:
- Positive Sentiment: Shareholders backed eBay’s board, auditor, and executive pay at the 2026 annual meeting, which signals continued confidence in management and corporate oversight. Article Title
- Positive Sentiment: Analysts remain moderately bullish, and recent coverage notes that eBay has outperformed the Nasdaq over the past year, reinforcing the view that the company’s core business remains healthy. Article Title
- Neutral Sentiment: An eBay SVP sold 863 shares under a pre-arranged Rule 10b5-1 plan, which is routine and not necessarily a sign of weakening fundamentals, though insider sales can still weigh on sentiment. Article Title
- Neutral Sentiment: eBay also continues to benefit from its stronger-than-expected quarterly results and raised guidance, which should help support the stock, even if today’s headlines are mostly about governance and insider activity rather than new operating catalysts.
- Negative Sentiment: Reports that GameStop-related takeover speculation is rising after eBay shareholders blocked a key proposal are adding uncertainty around governance and possible activist pressure, which could create volatility in EBAY shares. Article Title
- Negative Sentiment: Reuters also reported that eBay faces a new trial over harassment claims after a settlement effort failed, introducing another legal overhang for investors. Article Title
eBay Price Performance
eBay (NASDAQ:EBAY – Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share for the quarter, topping analysts’ consensus estimates of $1.58 by $0.08. The company had revenue of $3.09 billion for the quarter, compared to analyst estimates of $3.04 billion. eBay had a return on equity of 46.11% and a net margin of 17.58%.The firm’s revenue for the quarter was up 19.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.38 earnings per share. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. Equities research analysts expect that eBay Inc. will post 4.91 EPS for the current fiscal year.
eBay Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Friday, June 12th. Stockholders of record on Friday, May 29th were given a dividend of $0.31 per share. The ex-dividend date of this dividend was Friday, May 29th. This represents a $1.24 annualized dividend and a dividend yield of 1.1%. eBay’s payout ratio is presently 28.12%.
Wall Street Analyst Weigh In
Several equities analysts have issued reports on the stock. Wells Fargo & Company increased their price objective on shares of eBay from $100.00 to $104.00 and gave the company an “equal weight” rating in a report on Thursday, April 30th. The Goldman Sachs Group raised their price objective on eBay from $88.00 to $100.00 and gave the company a “neutral” rating in a report on Thursday, April 30th. Piper Sandler reaffirmed an “overweight” rating and set a $115.00 target price (up from $105.00) on shares of eBay in a report on Thursday, April 30th. Weiss Ratings reiterated a “buy (b)” rating on shares of eBay in a research report on Friday, June 12th. Finally, Barclays raised their price target on shares of eBay from $104.00 to $114.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Thirteen investment analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, eBay currently has a consensus rating of “Hold” and a consensus target price of $107.84.
View Our Latest Research Report on EBAY
Insider Activity at eBay
In related news, SVP Mazen Rawashdeh sold 1,919 shares of the company’s stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $108.51, for a total value of $208,230.69. Following the completion of the sale, the senior vice president owned 32,124 shares of the company’s stock, valued at approximately $3,485,775.24. This represents a 5.64% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Jordan Douglas Bradle Sweetnam sold 863 shares of the firm’s stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $109.17, for a total transaction of $94,213.71. Following the sale, the senior vice president owned 34,533 shares of the company’s stock, valued at approximately $3,769,967.61. The trade was a 2.44% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 98,015 shares of company stock valued at $10,749,186. 0.67% of the stock is owned by company insiders.
About eBay
eBay Inc is a global e-commerce company that operates an online marketplace connecting individual consumers and businesses for the sale and purchase of new, used and collectible goods. Founded in 1995 by Pierre Omidyar and headquartered in San Jose, California, eBay grew from its early auction-style site into a diversified platform offering both auction-format listings and fixed-price “Buy It Now” transactions. The company completed an initial public offering in the late 1990s and has since evolved its platform and services to support a broad range of product categories and buyer preferences.
The company’s core business centers on its marketplace platform, which provides listing, search and transaction capabilities for millions of items across consumer goods, electronics, fashion, collectibles and more.
Featured Articles
- Five stocks we like better than eBay
- Aehr Spikes on New Order, But Has Stock Gotten Ahead of Itself?
- Rackspace’s AI Land Grab: Plugging Into the Next Compute Boom
- Satellogic Is Tiny But Its Revenue Growth Is Hard to Ignore
- Why Kroger’s Pullback Could Be a Gift for Patient Investors
Want to see what other hedge funds are holding EBAY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for eBay Inc. (NASDAQ:EBAY – Free Report).
Receive News & Ratings for eBay Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for eBay and related companies with MarketBeat.com's FREE daily email newsletter.
